Transaction Liability Assistant Underwriter

CFC

$100K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in insurance, underwriting support, legal services, finance, or related fields
  • Strong attention to detail and proficient in document management
  • Comfortable working with data and Excel-based reporting systems
  • Excellent communication skills for effective relationship building
  • Ability to handle multiple priorities with a proactive approach

Responsibilities

  • Provide operational and analytical support for the underwriting process
  • Assist underwriters in document management and workflow tracking
  • Manage administrative tasks from submission to policy binding
  • Review and amend transaction documents like NDA and hold harmless letters
  • Collaborate with external legal counsel as necessary
  • Cultivate relationships with M&A insurance brokers, lawyers, and private equity firms
  • Analyze and update underwriting portfolio data and insights

Benefits

  • Permanent full-time employment
  • Opportunity to work within a collaborative team
  • Engagement with a diverse range of stakeholders
  • Access to a wide portfolio of M&A insurance risks
  • Professional growth opportunities in the insurance sector
Full Job Description
Transaction Liability Assistant Underwriter

Department: Transaction Liability

Employment Type: Permanent - Full Time

Location: US - New York

Reporting To: Brett Rawlings

Compensation: $100,000 - $115,000 / year

Description

As an Assistant Underwriter, you'll provide operational, analytical, and transactional support to our Transaction Liability underwriting team, supporting the end-to-end underwriting process from submission through to policy binding.

About the role

CFC's Transaction Liability team underwrites a broad range of risks connected to mergers and acquisitions, including Representations & Warranties (R&W / W&I) insurance, as well as contingent liability and tax insurance, with a focus on North America.

Day to day, your role will be:
  • Supporting underwriters by providing underwriting assistance including file and document management and assisting to manage workflow/reporting requirements on CFC's internal underwriting system
  • Working with the existing support functions in CFC to ensure the timely progression of transactions from initial submission to policy binding (including the administrative aspects of this process)
  • Reviewing and amending transaction documents including non-disclosure and hold harmless letters as required, as well as preparation of quotation documents
  • Liaising with external legal counsel as required
  • Developing relationships with M&A insurance brokers, lawyers, private equity firms, deal principals and internal CFC colleagues as required
  • Analysing CFC's M&A insurance portfolio, updating internal data sets and providing insights and management information


About you

You'll be organised, detail-oriented, and keen to learn, with a foundation in transactional risk, insurance, or M&A-related work. You enjoy working collaboratively and are comfortable juggling multiple priorities.

We're ideally looking for:
  • Experience in insurance, underwriting support, legal services, finance, or a related professional services environment
  • Strong attention to detail and good document-handling skills
  • Confidence working with data, systems, and Excel-based reporting
  • Clear communication skills and the ability to build effective working relationships
  • A proactive mindset and willingness to take ownership of tasks

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